JOE

ST Joe Co
Real EstateUSCUSIP 790148100◍ Confluence graph
Tracked 13F Holders
275
-136 QoQ
13F Value (tracked)
$3.0B
Insider Net · 180d
-$67.1M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)30 adding · 17 trimming
Insider net (180d)-$67.1M

Who owns JOE?

275 tracked 13F filers

275 tracked 13F filers disclose a position in JOE as of the latest SEC 13F filings, a combined $3.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FAIRHOLME CAPITAL MANAGEMENT LLC
$1.2B
19.2M
−1.1%
Reduced · −212K sh
Q1 2026
2BlackRock, Inc.
$375.7M
6.0M
−0.3%
Reduced · −19K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$241.1M
3.8M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$113.1M
1.8M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$97.3M
1.6M
+4.6%
Added · +68K sh
Q2 2026
6DIMENSIONAL FUND ADVISORS LP
$82.8M
1.3M
−2.9%
Reduced · −39K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$75.1M
1.2M
+18%
Added · +181K sh
Q2 2026
8Praetorian PR LLC
$42.3M
675K
Held
Q2 2026
9FMR LLC
$40.9M
652K
−2.5%
Reduced · −17K sh
Q1 2026
10HORIZON KINETICS ASSET MANAGEMENT LLC
$37.1M
593K
+9.2%
Added · +50K sh
Q2 2026
11Nitor Capital Management LLC
$33.0M
526K
−0.2%
Reduced · −1K sh
Q2 2026
12GABELLI FUNDS LLC
$32.7M
520K
−13%
Reduced · −80K sh
Q1 2026
13GAMCO INVESTORS, INC. ET AL
$29.6M
472K
−25%
Reduced · −158K sh
Q1 2026
14MORGAN STANLEY
$29.0M
462K
+17%
Added · +66K sh
Q1 2026
15NORTHERN TRUST CORP
$28.5M
454K
+10.0%
Added · +41K sh
Q1 2026
16VICTORY CAPITAL MANAGEMENT INC
$27.4M
436K
+1.6%
Added · +7K sh
Q1 2026
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$23.3M
370K
+1.8%
Added · +6K sh
Q1 2026
18Bank of New York Mellon Corp
$19.1M
304K
−2.1%
Reduced · −7K sh
Q1 2026
19VANGUARD FIDUCIARY TRUST CO
$17.3M
276K
First observed position
No prior filed position
Q1 2026
20Diversified Investment Strategies, LLC
$16.3M
268K
−1.6%
Reduced · −4K sh
Q2 2026
21GOLDMAN SACHS GROUP INC
$15.7M
249K
+32%
Added · +60K sh
Q1 2026
22T. Rowe Price Investment Management, Inc.
Withheld
231K
−8.7%
Reduced · −22K sh
Q1 2026
23AQR CAPITAL MANAGEMENT LLC
$14.4M
229K
+23%
Added · +42K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$14.3M
228K
−4.7%
Reduced · −11K sh
Q1 2026
25SCHWARTZ INVESTMENT COUNSEL INC
$14.1M
224K
−16%
Reduced · −42K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is JOE being bought or sold by institutions?

Last quarter, 2 funds opened a new position in JOE and 28 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
28
funds
Reduced
17
funds
Exited
0
funds

Funds that own JOE also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT145 funds$206.8B
NVIDIA CORPNVDA143 funds$299.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B142 funds$28.2B
AMAZON.COM INCAMZN141 funds$151.6B
APPLE INCAAPL140 funds$219.6B
META PLATFORMS INC-CLASS AMETA139 funds$86.1B
ALPHABET INC-CL AGOOGL136 funds$122.1B
ELI LILLY & COLLY136 funds$59.1B
ALPHABET INC-CL CGOOG135 funds$101.0B
JPMORGAN CHASE & COJPM134 funds$45.9B
BANK OF AMERICA CORPBAC134 funds$24.3B
VISA INC-CLASS A SHARESV133 funds$50.0B

Ranked by how many of JOE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$67.1M
1 insiders
Net
-$67.1M
15 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 18, 2026BERKOWITZ BRUCE R10% OwnerSell (S)140K$9.2M
Jun 16, 2026BERKOWITZ BRUCE R10% OwnerSell (S)27K$1.7M
Jun 15, 2026BERKOWITZ BRUCE R10% OwnerSell (S)94K$6.2M
Jun 12, 2026BERKOWITZ BRUCE R10% OwnerSell (S)64K$4.2M
Jun 10, 2026BERKOWITZ BRUCE R10% OwnerSell (S)29K$1.9M
Jun 9, 2026BERKOWITZ BRUCE R10% OwnerSell (S)31K$2.0M
Jun 8, 2026BERKOWITZ BRUCE R10% OwnerSell (S)29K$1.9M
Jun 5, 2026BERKOWITZ BRUCE R10% OwnerSell (S)34K$2.2M
Jun 4, 2026BERKOWITZ BRUCE R10% OwnerSell (S)59K$3.8M
May 11, 2026BERKOWITZ BRUCE R10% OwnerSell (S)29K$1.9M
May 8, 2026BERKOWITZ BRUCE R10% OwnerSell (S)87K$5.7M
May 7, 2026BERKOWITZ BRUCE R10% OwnerSell (S)25K$1.6M

Institutional ownership over time

138 funds-40 since Q3 2024
0137274Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $419.6M

Recent filings

15 shown

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Connected entities for JOE

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Ask your agent what changed in JOE

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JOE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JOE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JOE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.